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microsoft planner

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Microsoft Planner is a superb lightweight planning tool that’s incorporated in many Office 365 packages. Its fundamental purpose would be to provide easy, visual task management for several users. Including when, how by whom these jobs are assigned in addition to their current status.

How Microsoft 365 Planner Works

Planner can also be based on Office 365 Groups. What this means is developing a new Planner plan may also produce a Group behind the curtain. This will make it simple to govern membership and add more workloads to the Group under consideration (something we’ll have more into later).

With all of that stated, more complex features for planning are missing with no customizations are presently possible. This really is without doubt a part of Microsoft’s intention to help keep Planner an easy tool for everybody to get and employ. For individuals requiring a far more heavyweight planning tool, Microsoft Project is more suitable.

For individuals searching for any streamlined experience, though, listed here are four Microsoft Planner ideas to take full advantage of both new and frequently overlooked features.

Microsoft Planner Tip #1: Do Planning The Right Path

As Microsoft 365 Planner is really a cloud service, you have access to your plans and tasks everywhere on multiple devices. You’ve got a couple of alternatives apart from your browser.

I suggest installing the Planner mobile application so that you can focus on your plans, assign tasks, share files, get updates on progress and much more on-the-go.

microsoft planner

If you are using Microsoft Teams, Planner is a terrific way to keep an eye on your team’s tasks because they update the status instantly.

Microsoft has been doing an awesome job of integrating the 2 services. Just give a Planner tab in your Team’s channels. This enables your team to produce and organize tasks within Teams.

As pointed out before, both Microsoft Planner and Microsoft Teams make use of an Office 365 Group for membership, making membership and permissions simpler to control.

Add new buckets to arrange tasks into such things as workstreams, project phases, or topics.

It is also easy to create several plans that share exactly the same Group from inside Microsoft Teams. Just produce a new Planner tab inside the same Team and select to produce a new plan. Within this scenario, you could have different Planner plans for each funnel, however they all share exactly the same Office 365 Group.

Also, make sure to add some Planner application left rail in Teams to have an easy overview of all of the plans you’re part of. Came from here, you can sort and filter all of your assigned tasks.

Tip: Email notifications for task assignment are automated, however if you simply use Microsoft To-Do together with your business account, it’s easy to get all of your assigned Planner tasks in to the To-Do application.

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Microsoft Planner Tip #2: Copy Your Planner Plan

A reasonably new feature in Planner is the opportunity to copy an agenda. You might’ve spent a while creating buckets and adding tasks previously that you simply now would like to create a copy of and employ in another context. You could do, however with a couple of caveats.

For just one, you must do this in the browser by visiting an agenda you want to repeat -&gt click on the three dots and select “Copy plan.”

This will prompt you to produce a new intend to which your articles is going to be copied. (Bear in mind you cannot copy the information for an existing plan).

The following thing about this Microsoft Planner tip is tricky, so stick to me. Developing a new plan results in a new Office 365 Group. Which means that if you are using Planner in Microsoft Teams, you cannot create a copy to make use of for the reason that same Team. Rather, you should copy the program after which use a Team to that particular recently produced Office 365 Group.

Within the above scenario you may also copy or move individual tasks between different plans. It will take a while with respect to the quantity of tasks, but because you can decide to copy all content inside a task for example checklists, assignments, dates, etc., it may be worthwhile.

Microsoft Planner Tip #3: New Priority Options

Not lengthy ago, Microsoft added the “Priority” choices to Planner. The various options you are able to focused on an activity are visible in the image below:

This can be a welcome choice to easily grade the significance of your tasks. Microsoft also added the “group by priority” option that makes it easy to obtain an summary of the various tasks according to set priority:

You can formerly use labels and filters to obtain a similar outcome, however with only six labels readily available for every given plan, these is now able to useful for other purposes.

Planner Tip: You may also use filters on priority to obtain the exact view you’re searching for.

Microsoft Planner Tip #4: Your Tasks inside a Calendar

In Planner you may choose between three different views:

  • Board – All of your buckets and belonging tasks
  • Charts – A visible overview
  • Schedule – A calendar-like overview

By selecting “Schedule” you can observe a calendar look at the duties which have any start and deadline set. You may also drag tasks without any date set directly to the schedule—the date will instantly be set to complete the job. In addition, it’s easy to create new tasks from the schedule view.

Should you click on the three dots near the formerly pointed out views, there’s a choice to include this plan of action for your Outlook calendar:

microsoft planner

This can create an iCalendar feed you are able to sign up for and employ to gain access to your tasks from your Outlook calendar. You will simply have the ability to see the task came from here, but fortunately there is a link that can take you straight to the job in Microsoft Planner.

I really hope these Planner tips may benefit your present usage or encourage you to definitely start make use of the service. Please stay tuned in in my next blog publish where I provide you with much more Microsoft Planner tips about how to work more proficiently.

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